Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Huehn is a financial advisor with Rogan & Associates, Inc. Daniel has been in the financial services industry since 2015 and is registered with the state of Texas as a broker-dealer and an investment advisor. Daniel is also registered with the state of Nebraska as a broker-dealer and an investment advisor. Daniel's experience includes providing investment advice to individuals and families, and he is also qualified to provide advice on retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
% of assets under another ria's management
1
2
TX
06/10/2022 - Present
Rogan & Associates, Inc. (Addison TX)
BC
Issued 07/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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